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Morningstar
MORN

Overview Fund Activity

405 hedge funds and large institutions have $8.14B invested in Morningstar in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 162 increasing their positions, 105 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
+14
Holders Change %
+3.58%
% of All Funds
5.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
54
Increased
162
Reduced
105
Closed
34
Calls
$5.55M
Puts
$1.53M
Net Calls
+$4.02M
Net Calls Change
+$5.05M

Top Buyers

1
Millennium Management
Millennium Management
New York
$158M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$383M
3
WA
Wasatch Advisors
Utah
$222M
4
Invesco
Invesco
Georgia
$37.4M
5
BFM
Boston Financial Management
Massachusetts
$19.7M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
$561M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$333M
3
CRM
Cramer Rosenthal McGlynn
Connecticut
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$90.3M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$64.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Polen Capital Management
151
Polen Capital Management
Florida
$1.98M -$596K -1,868 -23%
JF
152
Jump Financial
Illinois
$1.94M +$1.53M +4,809 +374%
Zurich Cantonal Bank
153
Zurich Cantonal Bank
Switzerland
$1.94M -$136K -425 -7%
SC
154
Sepio Capital
Utah
$1.92M – – –
NMIMC
155
Northwestern Mutual Investment Management Company
Wisconsin
$1.91M +$53.9K +169 +3%
BNP Paribas Financial Markets
156
BNP Paribas Financial Markets
France
$1.91M +$276K +866 +17%
Handelsbanken Fonder
157
Handelsbanken Fonder
Sweden
$1.91M +$128K +400 +7%
COPPSERS
158
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.9M +$54.3K +170 +3%
CIBC Private Wealth Group
159
CIBC Private Wealth Group
Georgia
$1.88M – – –
CAM
160
ClariVest Asset Management
California
$1.81M – – –
HCA
161
Harbor Capital Advisors
Illinois
$1.78M +$942K +2,952 +112%
AIP
162
Ameritas Investment Partners
Nebraska
$1.77M – – –
QCM
163
Quantinno Capital Management
New York
$1.77M +$558K +1,747 +46%
OPERF
164
Oregon Public Employees Retirement Fund
Oregon
$1.76M +$31.9K +100 +2%
Bank of Montreal
165
Bank of Montreal
Ontario, Canada
$1.73M -$11.7M -36,721 -87%
ACM
166
Ashford Capital Management
Delaware
$1.73M -$236K -740 -12%
PWG
167
Portside Wealth Group
Utah
$1.69M -$10.2K -32 -0.6%
X
168
Xponance
Pennsylvania
$1.68M -$13.4K -42 -0.8%
NMERB
169
New Mexico Educational Retirement Board
New Mexico
$1.66M – – –
LTAS
170
Linden Thomas Advisory Services
North Carolina
$1.65M -$11.8K -37 -0.7%
PI
171
PineBridge Investments
New York
$1.62M +$1.62M +5,087 New
Holocene Advisors
172
Holocene Advisors
New York
$1.61M +$1.61M +5,035 New
Focus Partners Wealth
173
Focus Partners Wealth
Massachusetts
$1.56M +$1.56M +4,897 New
AFA
174
Abacus FCF Advisors
Florida
$1.55M +$1.55M +4,849 New
EP
175
Edgestream Partners
New Jersey
$1.52M +$211K +661 +16%
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